HomeMy WebLinkAbout10-16-09-,_
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r~~^+^•,~"r-^~ ~, -~,--N~O;'fICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ,_ ..~AP~P`RbI.SEM~NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ .OF`_~EDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 '~~t_ .., .` ;may
HARRISBURG PA 17128-0601 t !t"'```''%' `-~ `~- : ~i,. ~..u'
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MICHAEL A SCHERER"E~~) - `, ~~
OBRIEN ETAL
19 W SOUTH ST
CARLISLE PA 17013
REV-1547 EX AFP (01-04)
DATE 10-12-2009
ESTATE OF BANISTER MONTGOMER
DATE OF DEATH 07-19-2008
FILE NUMBER 21 OS-0781
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-11-2009
(See reverse side under Objections
Amount Remitted _ _
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALON_6 THIS LINE ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ -_ ---------------
REY-1547 EX AFP CO1-09~-NDTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BANISTER MONTGOMER FILE N0. 21 08-0781 ACM 101 DATE 10-12-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERN_IN6 FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property tSchedule F]
7. Transfers (Schedule G)
8. Total Assets
C1) .00
C2) 701 , 431 .98
C3) .00
c4) .00
C5) 149 , 534.22
C6) .00
C7) 8 , 837.55
cs)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
859,803.75
APPROVED DEDUCTIONS AND EXEMPTIONS: 51,902.09
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) •0 0
11 .
12.
13.
14. Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Sch
Net Value of Estate Subject to Tax C11)
C12)
edule J) C13)
C14) ~) ' gD~" 09
807, 901.66
.0 0
807, 901.66
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
00
00
. 00
15. Amount of Line 14 at Spousal rate C15) X
• =
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 646, 321 .33 X 045 = 29, 084 .46
17. Amount of Line 14 at Sibling rate C17) 161 , 580.33 X 12 19, 389.64
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .0 0 X 15 = .0 0
19.
ww Principal Tax Due
~w~•n .. C19)= 48,474.10
PA N ....
DATE R C IPT
NUMBER DISCO C+)
INTEREST/PEN PAID C-) AMOUNT PAID
10-15-2008 CD010410 1,842.11 35,000.00
04-20-2009 CD011137 1.59- 12,757.59
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 44,598.11
BALANCE OF TAX DUE 1,124.O1CR
INTEREST AND PEN. .00
TOTAL DUE 1,124.O1CR
C IF TOTAL DUE IS LESS THAN #1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)